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How Taxes Change After Retirement: What The OBBBA Means For Retirees

Featured News Retirement US
For many people, retirement is viewed as a time when taxes naturally decrease. While income often declines, the reality is that taxes after retirement can become more complex, ...
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Social Security beneficiaries’ tax bills may change due to recent legislation. What to know

Featured Income Retirement Social Security US
Social Security beneficiaries will soon receive statements showing how much of their total benefits received in 2025 may be subject to federal taxes. Changes enacted by Congress this year mean there’s more ...
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Health care costs are the wild card in year-end tax planning

Featured Income Lifestyle Retirement Taxes
As the year draws to a close, financial experts are quick to roll out familiar tax-saving advice. They urge taxpayers to time income and expenses, either accelerating deductions ...
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8 Retirement Savings Strategies for High-Income Earners

Featured News Retirement
High-income earners can optimize their retirement savings by using strategies like maximizing contributions to retirement accounts, making backdoor Roth conversions and managing investments strategically. These approaches can provide ...
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Here’s What Being in the 2% Club Means for Your Retirement

Featured Money Retirement Taxes US
Only 2% of the population has both a pension and more than $1 million saved. This is a great place to be, but also requires advanced planning, especially ...
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Are you 5 years out from retirement? Here are the 5 things you can do to avoid running out of cash in your golden years

Annuities Featured Money Retirement US
Fri, November 14, 2025 at 7:00 AM MST 6 min read The final five years before you retire is when your financial journey transforms from a marathon into a ...
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Three Creative Ways to Lower Your Retirement Taxes

Featured Retirement Taxes
Adopting creative approaches to finance can help some retirees simplify their lives while maximizing their tax savings. One potentially powerful but perhaps lesser-known strategy involves minimalism. The minimalist ...
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Is Your Retirement Plan Stuck in the Past? 5 Tips To Bring it Up to Speed

Featured Income Lifestyle News Retirement Social Security
Retro can be a cool aesthetic in many areas of life — like fashion, home décor, art and cuisine. But when it comes to your retirement planning, you don’t ...
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Is $1.5 Million Enough for Early Retirement? What It Can Buy and Where It Falls Short

Featured Retirement
According to Northwestern Mutual, the average American thinks they need to save $1.26 million by age 65 in order to retire comfortably. Last year, that figure was $1.46 million. ...
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How the government shutdown affects Social Security, Medicare

Featured Retirement Social Security US
Checks will keep coming, but retirees should brace for delays in key services like replacement cards and customer support during the shutdown. With the government shutdown now a ...
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